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| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| Weaver Consulting Group LLC
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| CRD # | 287895 |
| SEC # | 801-110466 |
| CIK # | 0001780055 |
| AUM | $892.9 M (2025-07-28) |
| Employees | 7 (57% Investors, 43% Brokers) |
| Phone | 714-536-4065 |
| Address | 101 Main Street Huntington Beach, CA 92648 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 7.5 | ||
| Apple Inc | 7.3 | ||
| Nvidia Corp | 4.3 | ||
| Boeing Co | 3.8 | ||
| Edwards Lifesciences Corp | 3.6 | ||
| Amazon Com Inc | 3.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 695 | 184.0 |
| (b) Individuals (high net worth individuals) | 368 | 677.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 6.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 24.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,570 | 892.9 |
| By Discretionary | ||
| Discretionary | 2,570 | 892.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,570 | 892.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 892.9 | |
| Total | 2,570 | 892.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001780055] |
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|---|---|---|
|
The Mosaic Financial Group LLC
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IL | 0.9 |
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Vantage Wealth Management LLC
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CA | 0.9 |
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Dean Investment Associates LLC
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OH | 0.9 |
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Pathway Financial Advisors LLC
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VT | 0.9 |
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Zevin Asset Management LLC
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MA | 0.9 |
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GFG Capital LLC
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FL | 0.9 |
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Apollon Financial LLC
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SC | 0.9 |
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Secure Asset Management LLC
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MI | 0.9 |
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Waterfront Wealth Inc
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KS | 0.9 |
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Principal Advised Services LLC
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IA | 0.9 |